Automated invoicing system
Summary
Automated database and email scheduling system for efficient invoicing and client management by linking your vendor portal with your client database and communication channels.
Connect to Vendor (e.g., Stripe, PayPal)
Establish a connection with the payment vendor to facilitate transactions.Link to Client Database (e.g., Clickup, Google Sheets)
Integrate the vendor with the client database for seamless data access.Search Client Database
Perform a search within the client database to locate specific client information.Get Client Emails
Extract email addresses of clients from the database for communication purposes.Update Invoice Status
Modify the status of invoices based on payment or other criteria.Schedule Invoice Reminder
Set up reminders for upcoming invoice payments to ensure timely follow-ups.Send Automated Emails to Clients
Dispatch automated emails to clients regarding their invoices and payment reminders.
Integrations
Low-friction integration with your existing apps, workflow, and systems
Workflow
Seamlessly integrate your existing payment vendor, such as Stripe, PayPal
Connect your existing client database, such as Clickup, Airtable, Google Sheets
Auto schedule email events from your existing client database
Outcomes
Tasks
- Auto invoice reminders to pending unpaid client invoices
- Linked to your own database/system
- Auto update invoices with status linked to payment account e.g. Stripe
Benefits
- Save you $1000’s per year in lost invoicing
- Eliminate manual checking and human error with invoice retrieval and
collection
- Streamlined invoicing leads to faster payments and improved cash
flow
- Keep clients informed, enhancing satisfaction and loyalty
- Reduce manual tasks allows teams to focus on strategic initiatives, driving business growth
Example
Example of automated workflow (replace with your own tasks/apps)
Integrate payment vendor cycle
Another automation by 99fold